Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWJSX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS A) | 2.42% | 4.38% | 4.40% | 2.04% | 2.21% | 1.87% | 2.43% | 2.45% |
Data as of 08/01/2025, AR inception is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJSX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS A) | 11/22/2004 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.38 | 4.40 | 2.04 | 2.21 | 1.87 | 2.43 | 2.45 | 2.42 | 5.32 | 5.90 | -3.85 | -0.41 | 4.80 | 5.61 | 0.83 | 0.72 | 1.62 | 0.10 | 0.59 | 0.13 | 2.79 | 1.56 | 2.69 | 6.53 | 2.19 | 4.99 | 3.81 | 1.10 | 0.13 |
| Sharpe Ratio | NA | 0.66 | 0.44 | -0.02 | 0.40 | NA | NA | 0.71 | 0.63 | -0.61 | 0.63 | -2.04 | -0.50 | 1.43 | 3.00 | -0.41 | 0.10 | 1.28 | 0.05 | 0.60 | 0.10 | 3.54 | 1.45 | 2.26 | 4.62 | 0.45 | 1.55 | 0.49 | -0.96 | -0.17 |
| Standard Deviation(%) | NA | 1.86 | 2.33 | 2.06 | 1.92 | NA | NA | 1.66 | 1.84 | 2.09 | 2.63 | 2.58 | 0.87 | 3.18 | 1.40 | 1.18 | 0.94 | 1.10 | 1.24 | 0.96 | 0.95 | 0.78 | 1.06 | 1.15 | 1.39 | 2.79 | 1.29 | 1.11 | 1.11 | 1.33 |
| Draw Down(%) | NA | 0.90 | 2.87 | 6.91 | 6.91 | NA | NA | 6.91 | 0.90 | 0.80 | 1.28 | 6.24 | 0.90 | 6.86 | 0.59 | 0.77 | 0.59 | 0.93 | 0.84 | 0.54 | 1.20 | 0.25 | 0.97 | 0.80 | 0.61 | 2.84 | 0.50 | 0.32 | 0.67 | 0.24 |
| Yield(%) | 0.00 | 3.59 | 3.66 | 2.51 | 2.11 | 1.87 | 2.32 | 2.38 | 1.79 | 4.38 | 3.70 | 1.81 | 0.77 | 1.78 | 2.29 | 1.93 | 1.22 | 1.11 | 1.00 | 0.89 | 1.12 | 1.77 | 2.05 | 2.37 | 3.25 | 4.07 | 3.97 | 3.53 | 2.70 | 0.43 |
Data as of 08/01/2025, AR inception is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJSX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS A) |
-0.39%
Oct 2019 - Oct 2022 |
0.45%
Apr 2013 - Apr 2018 |
0.78%
Oct 2012 - Oct 2022 |
1.63%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJSX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS A) |
4.82%
Jan 2007 - Jan 2010 |
4.23%
Oct 2005 - Oct 2010 |
2.72%
Mar 2005 - Mar 2015 |
2.58%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart